BLACKROCK ETF TRUST
CUSIP 09290C780
Blackrock Etf Trust has 51 institutional holders in Filings Flow’s 13F database, together reporting 309.28M shares worth $9.7B as of Q1 2026. The largest reported holders are Envestnet Asset Management Inc, Lpl Financial LLC, and Dynasty Wealth Management, LLC.
Institutional Holders
51
Q1 2026
Reported Value
$259M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Buttonwood Financial Group, LLC$163M AUM | 7.17% | $12M | 353.6K | Q1 2026OLDER |
| Centerline Wealth Advisors, LLC$278M AUM | 5.68% | $16M | 479.3K | Q1 2026OLDER |
| Dynasty Wealth Management, LLC$11.5B AUM | 5.65% | $648M | 19.65M | Q1 2026OLDER |
| Abundance Wealth Counselors$697M AUM | 5.27% | $37M | 1.11M | Q1 2026OLDER |
| BUSH INVESTMENT GROUP, LLC$179M AUM | 4.53% | $8M | 243.3K | Q1 2026OLDER |
| Greater Midwest Financial Group, LLC$186M AUM | 4.50% | $8M | 254.2K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 4.47% | $245M | 7.45M | Q1 2026OLDER |
| Hobbs Wealth Management, LLC$101M AUM | 4.34% | $4M | 133.0K | Q1 2026OLDER |
| Midwest Capital Advisors, LLC$214M AUM | 4.26% | $9M | 276.5K | Q1 2026OLDER |
| SOFI WEALTH, LLC$2.1B AUM | 4.13% | $86M | 2.60M | Q1 2026OLDER |
| Peak Wealth Management LLC$122M AUM | 3.87% | $5M | 143.0K | Q1 2026OLDER |
| Storen Legacy Partners, LLC$319M AUM | 3.84% | $12M | 372.0K | Q1 2026OLDER |
| Archer Investment Management, LLC$293M AUM | 3.82% | $11M | 212.0K | Q2 2026 |
| OpenArc Corporate Advisory, LLC$7.0B AUM | 3.74% | $261M | 7.93M | Q1 2026OLDER |
| Town Capital LLC$124M AUM | 3.73% | $5M | 139.9K | Q2 2026 |
| Kilter Group LLC$232M AUM | 3.69% | $9M | 259.8K | Q1 2026OLDER |
| Avid Wealth Partners LLC$212M AUM | 3.60% | $8M | 230.9K | Q1 2026OLDER |
| EQ LLC$355M AUM | 3.59% | $13M | 386.9K | Q1 2026OLDER |
| CURTIS WEALTH MANAGEMENT LLC$107M AUM | 3.36% | $4M | 108.5K | Q1 2026OLDER |
| CORE WEALTH ADVISORS, LLC$130M AUM | 3.33% | $4M | 131.5K | Q1 2026OLDER |
| West Wealth Group, LLC$506M AUM | 3.33% | $17M | 511.2K | Q1 2026OLDER |
| Polaris Investment Advisors, LLC$156M AUM | 3.17% | $5M | 93.8K | Q2 2026 |
| A4 Wealth Advisors LLC$122M AUM | 3.13% | $4M | 116.4K | Q1 2026OLDER |
| Bedminster, LLC$107M AUM | 3.08% | $3M | 100.5K | Q1 2026OLDER |
| Integras Partners LLC$152M AUM | 3.02% | $5M | 139.3K | Q1 2026OLDER |
| Sharkey, Howes & Javer$829M AUM | 3.01% | $25M | 473.4K | Q2 2026 |
| J.E. Simmons & Co., P.C.$150M AUM | 3.01% | $5M | 136.6K | Q1 2026OLDER |
| Keystone Financial Services$341M AUM | 2.99% | $10M | 309.7K | Q1 2026OLDER |
| ShoreHaven Wealth Partners, LLC$278M AUM | 2.98% | $8M | 251.5K | Q1 2026OLDER |
| LiftPoint Family Wealth Advisors LLC$121M AUM | 2.92% | $4M | 107.0K | Q1 2026OLDER |
| UNIQUE WEALTH, LLC$723M AUM | 2.89% | $21M | 634.2K | Q1 2026OLDER |
| JB Capital LLC$2.5B AUM | 2.83% | $70M | 2.12M | Q1 2026OLDER |
| RESOLUTE WEALTH ADVISOR, INC.$176M AUM | 2.79% | $5M | 148.9K | Q1 2026OLDER |
| Tennessee Valley Asset Management Partners$757M AUM | 2.79% | $21M | 641.1K | Q1 2026OLDER |
| Stone House Investment Management, LLC$558M AUM | 2.77% | $15M | 470.0K | Q1 2026OLDER |
| Horst & Graben Wealth Management LLC$729M AUM | 2.77% | $20M | 476.1K | Q1 2026OLDER |
| ONE Advisory Partners, LLC$324M AUM | 2.75% | $9M | 271.2K | Q1 2026OLDER |
| Kelly Financial Services LLC$414M AUM | 2.70% | $11M | 340.2K | Q1 2026OLDER |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT$295M AUM | 2.69% | $8M | 240.9K | Q1 2026OLDER |
| MA Private Wealth$591M AUM | 2.61% | $15M | 469.2K | Q1 2026OLDER |
| Intentional Wealth Strategies, LLC$107M AUM | 2.61% | $3M | 85.0K | Q1 2026OLDER |
| High Falls Advisors, Inc$494M AUM | 2.61% | $13M | 386.6K | Q4 2025OLDER |
| PATTON ALBERTSON MILLER GROUP, LLC$842M AUM | 2.59% | $22M | 662.1K | Q1 2026OLDER |
| Daviman Financial, LLC$169M AUM | 2.56% | $4M | 131.4K | Q1 2026OLDER |
| Cardinal Strategic Wealth Guidance$379M AUM | 2.49% | $9M | 286.1K | Q1 2026OLDER |
| Detalus Advisors, LLC$438M AUM | 2.46% | $11M | 326.9K | Q1 2026OLDER |
| SWMG, LLC$350M AUM | 2.45% | $9M | 260.8K | Q1 2026OLDER |
| Portfolio Resources Advisor Group, Inc.$101M AUM | 2.41% | $2M | 73.6K | Q1 2026OLDER |
| Advocacy Wealth Management, LLC$2.3B AUM | 2.40% | $54M | 1.65M | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 2.36% | $5M | 87.1K | Q2 2026 |
| StoneCrest Wealth Management, Inc.$313M AUM | 2.35% | $7M | 139.7K | Q2 2026 |
| Cobblestone Asset Management LLC$222M AUM | 2.34% | $5M | 157.8K | Q1 2026OLDER |
| True Vision MN LLC$194M AUM | 2.28% | $4M | 134.2K | Q1 2026OLDER |
| Scarborough Advisors, LLC$914M AUM | 2.26% | $21M | 627.6K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 2.15% | $8M | 256.2K | Q1 2026OLDER |
| Austin Private Wealth, LLC$1.3B AUM | 2.09% | $28M | 845.4K | Q4 2025OLDER |
| Synergy Investment Management, LLC$306M AUM | 2.07% | $6M | 192.0K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 2.06% | $4M | 74.0K | Q2 2026 |
| Security Financial Services, INC.$632M AUM | 2.01% | $13M | 384.8K | Q1 2026OLDER |
| PAX Financial Group, LLC$586M AUM | 2.00% | $12M | 356.4K | Q1 2026OLDER |
| M1 Capital Management LLC$217M AUM | 2.00% | $4M | 131.4K | Q1 2026OLDER |
| Shepherd Financial Partners LLC$1.1B AUM | 1.95% | $21M | 623.0K | Q1 2026OLDER |
| Icon Wealth Advisors, LLC$1.5B AUM | 1.94% | $30M | 721.3K | Q1 2026OLDER |
| SWP FINANCIAL LLC$196M AUM | 1.94% | $4M | 115.4K | Q1 2026OLDER |
| Braun-Bostich & Associates Inc.$160M AUM | 1.93% | $3M | 93.6K | Q1 2026OLDER |
| Chatterton & Associates Inc.$143M AUM | 1.88% | $3M | 71.8K | Q1 2026OLDER |
| TSA Wealth Managment LLC$309M AUM | 1.88% | $6M | 176.5K | Q1 2026OLDER |
| ONE WEALTH CAPITAL MANAGEMENT, LLC$229M AUM | 1.88% | $4M | 105.0K | Q1 2026OLDER |
| BETO FINANCIAL GROUP, LLC$171M AUM | 1.82% | $3M | 68.8K | Q1 2026OLDER |
| LINCOLN CAPITAL CORP$272M AUM | 1.78% | $5M | 146.8K | Q1 2026OLDER |
| Berbice Capital Management LLC$153M AUM | 1.78% | $3M | 82.4K | Q1 2026OLDER |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM | 1.77% | $31M | 945.9K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 1.77% | $13M | 386.3K | Q1 2026OLDER |
| MCMORGAN & CO LLC$618M AUM | 1.77% | $11M | 331.3K | Q1 2026OLDER |
| Davis Wealth Advisors, LLC$120M AUM | 1.75% | $2M | 63.8K | Q1 2026OLDER |
| Certus Wealth Management, LLC$167M AUM | 1.75% | $3M | 85.4K | Q3 2025OLDER |
| EWA, LLC$441M AUM | 1.72% | $8M | 230.0K | Q1 2026OLDER |
| Spectrum Planning & Advisory Services Inc.$202M AUM | 1.70% | $3M | 104.2K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 1.70% | $2M | 61.5K | Q2 2026 |
| Retirement Wealth Solutions LLC$181M AUM | 1.66% | $3M | 57.1K | Q2 2026 |
| Bay Harbor Wealth Management, LLC$386M AUM | 1.66% | $6M | 194.0K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 1.61% | $5M | 146.4K | Q1 2026OLDER |
| Triad Wealth Partners, LLC$1.3B AUM | 1.57% | $20M | 602.3K | Q1 2026OLDER |
| Merkkuri Wealth Advisors LLC$151M AUM | 1.52% | $2M | 69.5K | Q1 2026OLDER |
| Almanack Investment Partners, LLC.$592M AUM | 1.50% | $9M | 264.4K | Q4 2025OLDER |
| Parcion Private Wealth LLC$1.6B AUM | 1.46% | $24M | 714.2K | Q1 2026OLDER |
| Gen-Wealth Partners Inc$317M AUM | 1.45% | $5M | 139.8K | Q1 2026OLDER |
| BLALOCK WILLIAMS, LLC$129M AUM | 1.40% | $2M | 54.9K | Q1 2026OLDER |
| Elevated Financial Group LLC$308M AUM | 1.38% | $4M | 129.1K | Q1 2026OLDER |
| KWB Wealth$1.0B AUM | 1.37% | $14M | 417.3K | Q1 2026OLDER |
| J.M. Arbour, LLC$104M AUM | 1.36% | $1M | 43.1K | Q1 2026OLDER |
| One Wealth Advisors, LLC$803M AUM | 1.36% | $11M | 332.2K | Q1 2026OLDER |
| CFS Investment Advisory Services, LLC$1.5B AUM | 1.34% | $19M | 475.1K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 1.32% | $5M | 139.5K | Q1 2026OLDER |
| WealthTrak Capital Management LLC$140M AUM | 1.32% | $2M | 55.9K | Q1 2026OLDER |
| Blue Edge Capital, LLC$753M AUM | 1.29% | $10M | 295.3K | Q2 2026 |
| Able Wealth Management LLC$374M AUM | 1.27% | $5M | 143.8K | Q1 2026OLDER |
| Destination Wealth Management$3.9B AUM | 1.27% | $49M | 1.48M | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 1.26% | $5M | 152.1K | Q1 2026OLDER |
| Cypress Wealth Services, LLC$708M AUM | 1.24% | $9M | 267.1K | Q1 2026OLDER |
| PANORAMIC INVESTMENT ADVISORS, LLC$185M AUM | 1.24% | $2M | 69.3K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 1.21% | $5M | 158.8K | Q1 2026OLDER |
| NORTHLAND SECURITIES, INC.$105M AUM | 1.19% | $1M | 37.9K | Q1 2026OLDER |
| Shared Vision Wealth Group LLC$245M AUM | 1.15% | $3M | 85.5K | Q1 2026OLDER |
| Stokes Family Office, LLC$969M AUM | 1.14% | $11M | 336.6K | Q1 2026OLDER |
| Ascent Group, LLC$2.9B AUM | 1.11% | $32M | 973.1K | Q1 2026OLDER |
| Skyline Advisors, Inc.$287M AUM | 1.10% | $3M | 95.7K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 1.10% | $10M | 307.7K | Q1 2026OLDER |
| WEALTH ALLIANCE, LLC$1.0B AUM | 1.08% | $11M | 330.9K | Q1 2026OLDER |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 1.06% | $2M | 44.9K | Q1 2026OLDER |
| WEALTHGARDEN F.S. LLC$147M AUM | 1.06% | $2M | 47.1K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 1.06% | $28M | 845.9K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 1.05% | $4M | 83.6K | Q2 2026 |
| KM Capital Management Ltd.$149M AUM | 1.05% | $2M | 32.3K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 1.05% | $2M | 62.8K | Q1 2026OLDER |
| Perennial Investment Advisors, LLC$1.3B AUM | 1.05% | $13M | 399.0K | Q1 2026OLDER |
| Legacy Financial Group LLC$795M AUM | 1.04% | $8M | 251.7K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 1.04% | $10M | 316.8K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 1.02% | $184M | 5.59M | Q1 2026OLDER |
| LIFELONG WEALTH ADVISORS, INC.$376M AUM | 1.02% | $4M | 116.2K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 1.01% | $5M | 158.3K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.99% | $80M | 2.43M | Q1 2026OLDER |
| CLEAR WAVE WEALTH MANAGEMENT LLC$463M AUM | 0.96% | $4M | 134.6K | Q1 2026OLDER |
| Lineweaver Wealth Advisors, LLC$845M AUM | 0.95% | $8M | 153.0K | Q2 2026 |
| Keystone Financial Group$1.5B AUM | 0.94% | $14M | 418.8K | Q1 2026OLDER |
| Quadrant Private Wealth Management, LLC$646M AUM | 0.93% | $6M | 182.9K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.91% | $35M | 1.05M | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.87% | $7M | 207.4K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.86% | $88M | 2.67M | Q1 2026OLDER |
| Sanchez Gaunt Capital Management, LLC$160M AUM | 0.85% | $1M | 41.4K | Q1 2026OLDER |
| STEPHEN J. GARRY & ASSOCIATES, LLC$124M AUM | 0.85% | $1M | 32.1K | Q1 2026OLDER |
| Ridgeline Wealth Planning, LLC$137M AUM | 0.84% | $1M | 35.1K | Q1 2026OLDER |
| Embree Financial Group$849M AUM | 0.84% | $7M | 216.1K | Q1 2026OLDER |
| B.O.S.S. Retirement Advisors, LLC$328M AUM | 0.84% | $3M | 83.4K | Q1 2026OLDER |
| LIBERTY WEALTH MANAGEMENT LLC$800M AUM | 0.83% | $7M | 202.5K | Q1 2026OLDER |
| LEIGH BALDWIN & CO., LLC$154M AUM | 0.83% | $1M | 39.0K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.83% | $16M | 474.4K | Q1 2026OLDER |
| PUREfi Wealth, LLC$153M AUM | 0.82% | $1M | 37.9K | Q1 2026OLDER |
| Intelligence Driven Advisers, LLC$574M AUM | 0.81% | $5M | 140.3K | Q1 2026OLDER |
| THEORY FINANCIAL LLC$285M AUM | 0.79% | $2M | 68.5K | Q1 2026OLDER |
| Lantz Financial LLC$546M AUM | 0.78% | $4M | 81.3K | Q2 2026 |
| Pinion Investment Advisors, LLC$428M AUM | 0.78% | $3M | 101.4K | Q1 2026OLDER |
| FIRETHORN WEALTH PARTNERS, LLC$273M AUM | 0.77% | $2M | 63.9K | Q1 2026OLDER |
| ABSOLUTE CAPITAL MANAGEMENT, LLC$301M AUM | 0.76% | $2M | 69.2K | Q1 2026OLDER |
| Cassilly Financial Group LLC$115M AUM | 0.76% | $870,638 | 26.4K | Q1 2026OLDER |
| Invst, LLC$886M AUM | 0.74% | $7M | 199.8K | Q1 2026OLDER |
| Central Pacific Bank - Trust Division$984M AUM | 0.73% | $7M | 136.7K | Q2 2026 |
| Clearview Wealth Advisors LLC$158M AUM | 0.73% | $1M | 34.5K | Q4 2025OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 0.72% | $2M | 73.1K | Q1 2026OLDER |
| Wealth Quarterback LLC$254M AUM | 0.72% | $2M | 55.3K | Q1 2026OLDER |
| Asempa Wealth Advisors$115M AUM | 0.72% | $822,580 | 24.1K | Q1 2026OLDER |
| LifePlan Investment Advisors, Inc.$254M AUM | 0.71% | $2M | 55.1K | Q1 2026OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.71% | $8M | 238.3K | Q1 2026OLDER |
| Saxony Capital Management, LLC$172M AUM | 0.71% | $1M | 34.7K | Q4 2025OLDER |
| GRIES FINANCIAL LLC$633M AUM | 0.70% | $4M | 129.1K | Q3 2025OLDER |
| Wharton Business Group, LLC$2.6B AUM | 0.69% | $18M | 556.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.69% | $24M | 736.8K | Q1 2026OLDER |
| WealthShield Partners, LLC$898M AUM | 0.68% | $6M | 184.0K | Q1 2026OLDER |
| SUTTON PLACE INVESTORS LLC$183M AUM | 0.65% | $1M | 36.3K | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.65% | $4M | 115.8K | Q1 2026OLDER |
| Siligmueller & Norvid Wealth Advisors LLC$222M AUM | 0.64% | $1M | 41.8K | Q3 2025OLDER |
| Vantus Wealth LLC$136M AUM | 0.64% | $864,235 | 26.0K | Q4 2025OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.63% | $11M | 331.3K | Q1 2026OLDER |
| Pacific Excel Wealth Advisors, Inc.$258M AUM | 0.62% | $592,906 | 18.0K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.62% | $27M | 809.9K | Q1 2026OLDER |
| Box Hill Private Wealth LLC$125M AUM | 0.62% | $772,403 | 14.7K | Q2 2026 |
| Cornerstone Wealth Group, LLC$1.6B AUM | 0.62% | $10M | 238.7K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.62% | $83M | 2.52M | Q1 2026OLDER |
| TritonPoint Partners, LLC$272M AUM | 0.62% | $2M | 50.8K | Q1 2026OLDER |
| Marks Group Wealth Management, Inc$1.0B AUM | 0.62% | $6M | 193.8K | Q1 2026OLDER |
| Two West Capital Advisors LLC$189M AUM | 0.60% | $1M | 27.3K | Q1 2026OLDER |
| May Hill Capital, LLC$371M AUM | 0.60% | $2M | 66.3K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.59% | $5M | 159.7K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.59% | $2.2B | 66.54M | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.58% | $7M | 171.6K | Q1 2026OLDER |
| FULLCIRCLE WEALTH LLC$284M AUM | 0.58% | $2M | 45.6K | Q3 2025OLDER |
| Mayflower Financial Advisors, LLC$1.2B AUM | 0.58% | $7M | 126.9K | Q2 2026 |
| BCU Wealth Advisors, LLC$268M AUM | 0.57% | $2M | 46.6K | Q1 2026OLDER |
| UPTICK PARTNERS, LLC$502M AUM | 0.57% | $3M | 86.8K | Q1 2026OLDER |
| Frisch Financial Group, Inc.$478M AUM | 0.57% | $3M | 82.2K | Q1 2026OLDER |
| Keebeck Wealth Management$889M AUM | 0.56% | $5M | 150.6K | Q1 2026OLDER |
| Cornerstone Planning Group LLC$749M AUM | 0.55% | $4M | 92.3K | Q1 2026OLDER |
| OMNI 360 Wealth, Inc.$194M AUM | 0.55% | $1M | 32.4K | Q1 2026OLDER |
| Commonwealth Retirement Investments LLC$323M AUM | 0.54% | $2M | 53.2K | Q1 2026OLDER |
| Vantage Point Financial LLC$285M AUM | 0.54% | $2M | 46.7K | Q1 2026OLDER |
| MILESTONE ASSET MANAGEMENT, LLC$543M AUM | 0.52% | $3M | 86.3K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.52% | $23M | 683.9K | Q1 2026OLDER |
| W ADVISORS, LLC$195M AUM | 0.52% | $1M | 30.9K | Q1 2026OLDER |
| BlackDiamond Wealth Management, LLC$208M AUM | 0.51% | $1M | 32.2K | Q1 2026OLDER |
| Copperleaf Capital, LLC$209M AUM | 0.51% | $1M | 31.1K | Q3 2025OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.51% | $2M | 62.5K | Q1 2026OLDER |
| Optivise Advisory Services LLC$165M AUM | 0.50% | $830,703 | 25.2K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.50% | $13M | 388.5K | Q1 2026OLDER |
| DecisionMap Wealth Management, LLC$155M AUM | 0.50% | $767,438 | 23.3K | Q1 2026OLDER |
| Bull Harbor Capital LLC$373M AUM | 0.49% | $2M | 55.5K | Q1 2026OLDER |
| Financial Advocates Investment Management$178M AUM | 0.49% | $871,149 | 25.5K | Q3 2025OLDER |
| CWM, LLC$38.1B AUM | 0.49% | $185M | 5.61M | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.48% | $3M | 56.2K | Q2 2026 |
| Armor Investment Advisors, LLC$278M AUM | 0.48% | $1M | 40.5K | Q1 2026OLDER |
| FWG Investments, LLC.$157M AUM | 0.48% | $753,157 | 22.9K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.48% | $172M | 5.23M | Q1 2026OLDER |
| Accelerate Investment Advisors LLC$150M AUM | 0.48% | $711,693 | 21.6K | Q1 2026OLDER |
| Avantra Family Wealth, Inc.$134M AUM | 0.47% | $635,441 | 19.3K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.47% | $8M | 247.4K | Q1 2026OLDER |
| ALTERNA WEALTH MANAGEMENT, INC$132M AUM | 0.47% | $618,759 | 18.8K | Q1 2026OLDER |
| Catalina Capital Group, LLC$168M AUM | 0.46% | $769,504 | 23.4K | Q1 2026OLDER |
| FINANCIAL LIFE ADVISORS$321M AUM | 0.44% | $1M | 43.1K | Q1 2026OLDER |
| Mosley Wealth Management$221M AUM | 0.44% | $962,970 | 28.2K | Q1 2026OLDER |
| Patriot Financial Group Insurance Agency, LLC$1.8B AUM | 0.43% | $8M | 233.5K | Q1 2026OLDER |
| Redhawk Wealth Advisors, Inc.$1.0B AUM | 0.43% | $4M | 83.3K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.43% | $5M | 144.7K | Q1 2026OLDER |
| SteelPeak Wealth, LLC$3.3B AUM | 0.42% | $14M | 421.6K | Q1 2026OLDER |
| Capital Investment Management, Inc.$291M AUM | 0.42% | $1M | 36.9K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.41% | $20M | 618.8K | Q1 2026OLDER |
| ASHTON THOMAS SECURITIES, LLC$797M AUM | 0.41% | $3M | 98.3K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.39% | $108M | 3.29M | Q2 2026 |
| Magnolia Private Wealth, LLC$150M AUM | 0.38% | $567,729 | 17.2K | Q1 2026OLDER |
| Traveka Wealth, LLC$262M AUM | 0.37% | $972,915 | 29.5K | Q1 2026OLDER |
| MARIPAU WEALTH MANAGEMENT LLC$227M AUM | 0.36% | $824,780 | 25.0K | Q1 2026OLDER |
| Apex Wealth Management, LLC$146M AUM | 0.36% | $356,783 | 10.2K | Q4 2025OLDER |
| Raleigh Capital Management Inc.$290M AUM | 0.35% | $1M | 30.6K | Q1 2026OLDER |
| Tyche Wealth Partners LLC$648M AUM | 0.34% | $2M | 67.7K | Q1 2026OLDER |
| Semus Wealth Partners LLC$179M AUM | 0.34% | $613,167 | 18.6K | Q1 2026OLDER |
| Fulcrum Equity Management$136M AUM | 0.33% | $456,629 | 8.7K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.33% | $29M | 889.5K | Q1 2026OLDER |
| Lantern Wealth Advisors, LLC$195M AUM | 0.33% | $634,452 | 19.3K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.32% | $2M | 51.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.31% | $2M | 75.6K | Q1 2026OLDER |
| Madson Wealth Advisors Inc$120M AUM | 0.31% | $367,788 | 11.2K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.31% | $50M | 1.52M | Q1 2026OLDER |
| BridgePort Financial Solutions, LLC$353M AUM | 0.30% | $1M | 32.3K | Q1 2026OLDER |
| Alta Wealth Advisors LLC$308M AUM | 0.29% | $897,496 | 27.2K | Q1 2026OLDER |
| Cadia Private Client LLC$123M AUM | 0.29% | $352,927 | 10.7K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.29% | $53M | 1.61M | Q1 2026OLDER |
| Tempus Wealth Planning, LLC$435M AUM | 0.29% | $1M | 37.7K | Q1 2026OLDER |
| Fairvoy Private Wealth, LLC$419M AUM | 0.28% | $1M | 36.0K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.28% | $2M | 52.1K | Q1 2026OLDER |
| Keystone Wealth Services, LLC$468M AUM | 0.28% | $1M | 40.2K | Q1 2026OLDER |
| MKT Advisors LLC$322M AUM | 0.28% | $900,114 | 19.8K | Q2 2026 |
| Blue Capital, Inc.$153M AUM | 0.28% | $428,185 | 13.0K | Q1 2026OLDER |
| REGIMEN WEALTH, LLC$342M AUM | 0.28% | $944,569 | 28.7K | Q1 2026OLDER |
| MN Wealth Advisors, LLC$206M AUM | 0.27% | $554,670 | 16.8K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 0.26% | $380,286 | 7.2K | Q2 2026 |
| Aegis Wealth Management, Inc.$127M AUM | 0.26% | $330,389 | 10.0K | Q1 2026OLDER |
| Summit Wealth Partners, LLC$632M AUM | 0.26% | $2M | 49.3K | Q1 2026OLDER |
| Fiscal Wisdom Wealth Management, LLC$104M AUM | 0.25% | $264,094 | 8.0K | Q1 2026OLDER |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.25% | $5M | 145.8K | Q1 2026OLDER |
| Fifth Third Wealth Advisors LLC$3.0B AUM | 0.24% | $7M | 215.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.24% | $902M | 27.37M | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.24% | $9M | 286.3K | Q1 2026OLDER |
| RDA Financial Network$459M AUM | 0.23% | $1M | 20.3K | Q2 2026 |
| Stirlingshire Investments, Inc.$114M AUM | 0.23% | $265,588 | 8.1K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.23% | $2M | 70.0K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.23% | $29M | 865.9K | Q1 2026OLDER |
| Key Capital Management, INC$151M AUM | 0.23% | $344,393 | 10.5K | Q1 2026OLDER |
| Tradition Wealth Management, LLC$1.4B AUM | 0.23% | $3M | 96.3K | Q1 2026OLDER |
| GatePass Capital, LLC$214M AUM | 0.23% | $483,047 | 14.7K | Q1 2026OLDER |
| Atlatl Advisers LLC$135M AUM | 0.22% | $302,679 | 9.2K | Q1 2026OLDER |
| Latitude Advisors, LLC$218M AUM | 0.22% | $488,187 | 14.8K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.22% | $404,626 | 12.3K | Q1 2026OLDER |
| Resurgent Financial Advisors LLC$277M AUM | 0.22% | $611,882 | 18.6K | Q1 2026OLDER |
| NorthRock Partners, LLC$6.2B AUM | 0.22% | $14M | 414.0K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.22% | $1M | 35.3K | Q4 2025OLDER |
| BAM Wealth Management, LLC$134M AUM | 0.22% | $290,059 | 8.8K | Q1 2026OLDER |
| Integrity Advisory Solutions, LLC$757M AUM | 0.21% | $2M | 48.5K | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.21% | $1M | 20.7K | Q2 2026 |
| ASL Financial, LLC$125M AUM | 0.20% | $254,242 | 7.7K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.20% | $893,077 | 27.1K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.20% | $1M | 34.3K | Q4 2025OLDER |
| Yukon Wealth Management, Inc.$168M AUM | 0.20% | $329,335 | 10.0K | Q1 2026OLDER |
| Beacon Capital Management, LLC$567M AUM | 0.20% | $1M | 33.6K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.19% | $3M | 104.1K | Q1 2026OLDER |
| Arcadia Wealth Management, LLC$276M AUM | 0.19% | $533,939 | 16.2K | Q1 2026OLDER |
| Concorde Asset Management, LLC$204M AUM | 0.19% | $393,987 | 12.0K | Q2 2026 |
| KICKSTAND VENTURES, LLC.$475M AUM | 0.19% | $916,438 | 27.8K | Q1 2026OLDER |
| Elevation Wealth Management LLC$109M AUM | 0.19% | $206,598 | 6.3K | Q1 2026OLDER |
| ARWA LLC$202M AUM | 0.19% | $374,829 | 10.0K | Q1 2026OLDER |
| SSI INVESTMENT MANAGEMENT LLC$1.4B AUM | 0.19% | $3M | 79.5K | Q3 2025OLDER |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.18% | $10M | 248.8K | Q1 2026OLDER |
| Focus Financial Network, Inc.$3.2B AUM | 0.18% | $6M | 112.0K | Q2 2026 |
| CASCADE INVESTMENT GROUP, INC.$152M AUM | 0.18% | $271,838 | 8.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.18% | $33M | 999.7K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.18% | $2M | 49.1K | Q1 2026OLDER |
| RCS Financial Planning, LLC$193M AUM | 0.17% | $332,037 | 10.1K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.17% | $2M | 71.6K | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.17% | $984,128 | 29.9K | Q1 2026OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.17% | $1M | 31.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.17% | $158M | 4.80M | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.17% | $6M | 135.1K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 0.17% | $1M | 34.7K | Q1 2026OLDER |
| Hutchens & Kramer Investment Management Group, LLC$373M AUM | 0.16% | $607,756 | 11.5K | Q2 2026 |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.16% | $14M | 433.4K | Q1 2026OLDER |
| Ancora Advisors LLC$4.7B AUM | 0.16% | $8M | 231.6K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.16% | $15M | 441.8K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.16% | $715,196 | 13.6K | Q2 2026 |
| Vise Technologies, Inc.$5.1B AUM | 0.16% | $8M | 242.6K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.16% | $9M | 268.4K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.15% | $2M | 73.6K | Q1 2026OLDER |
| SigFig Wealth Management, LLC$3.8B AUM | 0.15% | $6M | 113.5K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.15% | $24M | 709.8K | Q1 2026OLDER |
| Aspire Private Capital, LLC$443M AUM | 0.15% | $671,502 | 20.4K | Q1 2026OLDER |
| NOVEM GROUP$873M AUM | 0.15% | $1M | 40.0K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 0.15% | $386,021 | 11.7K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.15% | $6M | 169.6K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.15% | $13M | 409.7K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.15% | $7M | 206.9K | Q1 2026OLDER |
| Csenge Advisory Group$2.2B AUM | 0.14% | $3M | 95.8K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.14% | $8M | 246.2K | Q1 2026OLDER |
| Richardson Capital Management LLC$207M AUM | 0.14% | $294,735 | 8.9K | Q1 2026OLDER |
| Emergent Wealth Advisors, LLC$169M AUM | 0.14% | $247,985 | 7.4K | Q4 2025OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.14% | $1M | 33.8K | Q1 2026OLDER |
| WCG Wealth Advisors LLC$3.6B AUM | 0.13% | $5M | 145.2K | Q1 2026OLDER |
| PFG Advisors$2.1B AUM | 0.13% | $3M | 81.9K | Q1 2026OLDER |
| Pinnacle Family Advisors, LLC$213M AUM | 0.13% | $277,538 | 8.4K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.13% | $9M | 267.9K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.13% | $91M | 2.78M | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.13% | $5M | 163.8K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.13% | $2M | 57.4K | Q2 2026 |
| Quartz Partners, LLC$259M AUM | 0.13% | $329,434 | 10.0K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.13% | $10M | 289.1K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.12% | $4M | 79.5K | Q2 2026 |
| Western Wealth Management, LLC$2.6B AUM | 0.12% | $3M | 98.6K | Q2 2026 |
| SMART Wealth LLC$341M AUM | 0.12% | $420,733 | 12.8K | Q1 2026OLDER |
| LaSalle St. Investment Advisors, LLC$710M AUM | 0.12% | $872,548 | 26.5K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.12% | $14M | 433.0K | Q1 2026OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.12% | $482,553 | 14.6K | Q1 2026OLDER |
| WNY Asset Management, LLC$967M AUM | 0.12% | $1M | 35.0K | Q1 2026OLDER |
| HERBST GROUP, LLC$183M AUM | 0.12% | $200,966 | 6.0K | Q4 2025OLDER |
| World Investment Advisors$6.2B AUM | 0.12% | $7M | 219.8K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.12% | $12M | 359.5K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.12% | $2M | 33.9K | Q2 2026 |
| Crown Wealth Group, LLC$340M AUM | 0.11% | $381,858 | 11.6K | Q1 2026OLDER |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC$392M AUM | 0.11% | $437,049 | 13.3K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.11% | $333,487 | 10.1K | Q1 2026OLDER |
| ELEVATION POINT WEALTH PARTNERS, LLC$4.3B AUM | 0.11% | $5M | 143.7K | Q1 2026OLDER |
| GWN SECURITIES INC.$523M AUM | 0.11% | $559,526 | 17.0K | Q1 2026OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.11% | $2M | 54.0K | Q1 2026OLDER |
| Formidable Asset Management, LLC$648M AUM | 0.10% | $678,055 | 20.4K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.10% | $6M | 192.6K | Q1 2026OLDER |
| Family Manage LLC$834M AUM | 0.10% | $856,766 | 26.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.10% | $480,510 | 14.6K | Q1 2026OLDER |
| Vision Retirement, LLC$373M AUM | 0.10% | $378,375 | 11.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.10% | $896,404 | 27.2K | Q1 2026OLDER |
| Trinity Wealth Management, LLC$315M AUM | 0.10% | $309,361 | 5.9K | Q2 2026 |
| LongView Wealth Management$398M AUM | 0.10% | $388,407 | 9.8K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.09% | $3M | 83.6K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.09% | $581,437 | 17.0K | Q3 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.09% | $8M | 246.3K | Q1 2026OLDER |
| Atlas Brown,Inc.$372M AUM | 0.09% | $344,175 | 6.5K | Q2 2026 |
| Freedom Investment Management, Inc.$337M AUM | 0.09% | $295,990 | 9.0K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.09% | $7M | 227.6K | Q1 2026OLDER |
| Private Wealth Partners, LLC$1.3B AUM | 0.09% | $1M | 36.2K | Q4 2025OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.08% | $661,504 | 20.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.08% | $17M | 503.8K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.08% | $7M | 202.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.08% | $53M | 1.60M | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.08% | $1M | 38.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.08% | $6M | 181.1K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.07% | $311M | 9.45M | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.07% | $19M | 572.1K | Q1 2026OLDER |
| Parkway Wealth Management Group, LLC$791M AUM | 0.07% | $560,773 | 15.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.07% | $2M | 48.8K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.07% | $784,869 | 23.8K | Q1 2026OLDER |
| IPG Investment Advisors LLC$582M AUM | 0.07% | $400,343 | 12.2K | Q1 2026OLDER |
| Transamerica Financial Advisors, LLC$1.2B AUM | 0.07% | $804,870 | 24.4K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.07% | $2M | 45.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.07% | $14M | 435.3K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.07% | $1M | 36.1K | Q1 2026OLDER |
| Hyposwiss Advisors SA$101M AUM | 0.07% | $66,889 | 2.0K | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.06% | $2M | 61.6K | Q1 2026OLDER |
| Spinnaker Investment Group, LLC$491M AUM | 0.06% | $353,613 | 10.6K | Q4 2025OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.06% | $2M | 55.9K | Q4 2025OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.06% | $892,657 | 27.1K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.06% | $3M | 88.1K | Q1 2026OLDER |
| Cardinal Point Capital Management ULC$1.6B AUM | 0.06% | $979,894 | 29.7K | Q1 2026OLDER |
| Sageworth Trust Co$2.3B AUM | 0.06% | $1M | 42.3K | Q1 2026OLDER |
| New Republic Capital, LLC$297M AUM | 0.06% | $172,495 | 5.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.06% | $93M | 2.84M | Q1 2026OLDER |
| CALIBER WEALTH MANAGEMENT, LLC / KS$914M AUM | 0.06% | $516,412 | 15.7K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.06% | $2M | 46.4K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.06% | $213,921 | 6.5K | Q1 2026OLDER |
| TRANSCEND CAPITAL ADVISORS, LLC$1.2B AUM | 0.06% | $701,209 | 21.3K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.06% | $273,331 | 8.0K | Q1 2026OLDER |
| Lloyd Advisory Services, LLC.$349M AUM | 0.06% | $194,087 | 5.9K | Q1 2026OLDER |
| Kingdom Financial Group LLC.$349M AUM | 0.06% | $194,087 | 5.9K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.05% | $704,965 | 21.4K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.05% | $365,900 | 11.0K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $255,155 | 7.7K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.05% | $58,849 | 1.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.05% | $56M | 1.70M | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.05% | $460,087 | 8.7K | Q2 2026 |
| JOURNEY STRATEGIC WEALTH LLC$4.0B AUM | 0.05% | $2M | 62.3K | Q1 2026OLDER |
| SEEDS INVESTOR LLC$735M AUM | 0.05% | $363,699 | 9.2K | Q1 2026OLDER |
| Cooper Financial Group$1.2B AUM | 0.05% | $594,379 | 11.3K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.05% | $24M | 732.7K | Q1 2026OLDER |
| BAKER TILLY WEALTH MANAGEMENT, LLC$411M AUM | 0.05% | $200,666 | 6.1K | Q1 2026OLDER |
| LexAurum Advisors, LLC$771M AUM | 0.05% | $375,268 | 11.4K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.05% | $10M | 296.4K | Q1 2026OLDER |
| McGlone Suttner Wealth Management, Inc.$755M AUM | 0.05% | $354,375 | 10.8K | Q1 2026OLDER |
| NWAM LLC$1.7B AUM | 0.04% | $741,195 | 22.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.04% | $29M | 890.4K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.04% | $635M | 20.37M | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.04% | $2M | 65.9K | Q1 2026OLDER |
| STRATEGY ASSET MANAGERS LLC$609M AUM | 0.04% | $237,866 | 7.2K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.04% | $224,745 | 4.3K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.04% | $1M | 34.2K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.04% | $1M | 37.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.04% | $121M | 3.67M | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $396,728 | 8.2K | Q2 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.04% | $381,218 | 7.2K | Q2 2026 |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.03% | $570 | 17.1K | Q4 2025OLDER |
| DSG Capital Advisors, LLC$625M AUM | 0.03% | $214,175 | 6.5K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.03% | $24M | 742.4K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.03% | $472,477 | 9.0K | Q2 2026 |
| BAYBAN$115M AUM | 0.03% | $37,860 | 1.1K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.03% | $693,238 | 21.0K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.03% | $797,077 | 24.2K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.03% | $1M | 31.8K | Q1 2026OLDER |
| Ethos Financial Group, LLC$1.4B AUM | 0.03% | $373,576 | 11.2K | Q4 2025OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.03% | $738,501 | 22.4K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $736,096 | 22.1K | Q4 2025OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.03% | $340,035 | 10.2K | Q4 2025OLDER |
| Legacy Edge Advisors, LLC$951M AUM | 0.02% | $236,614 | 7.2K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $482,302 | 14.2K | Q1 2026OLDER |
| Bensler, LLC$969M AUM | 0.02% | $231,795 | 7.0K | Q4 2025OLDER |
| GFI Investment Counsel Ltd.$731M AUM | 0.02% | $216,117 | 6.5K | Q4 2025OLDER |
| Continuum Advisory, LLC$1.0B AUM | 0.02% | $237,141 | 7.2K | Q1 2026OLDER |
| Argent Trust Co$2.9B AUM | 0.02% | $659,069 | 20.0K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.02% | $48,494 | 1.5K | Q1 2026OLDER |
| Opal Wealth Advisors, LLC$442M AUM | 0.02% | $97,203 | 3.0K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.02% | $1M | 32.7K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.02% | $409,248 | 12.3K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.02% | $2M | 52.9K | Q1 2026OLDER |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.02% | $481,483 | 14.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $18M | 551.9K | Q1 2026OLDER |
| Syntegra Private Wealth Group, LLC$1.1B AUM | 0.02% | $216,350 | 6.6K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $279,679 | 8.5K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.02% | $554,918 | 16.8K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.02% | $105M | 3.20M | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $715,316 | 21.7K | Q1 2026OLDER |
| Gallagher Fiduciary Advisors, LLC$2.6B AUM | 0.02% | $483,418 | 14.7K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.02% | $1M | 41.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.02% | $9M | 265.7K | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.02% | $865,102 | 26.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $961,824 | 18.2K | Q2 2026 |
| REAP Financial Group, LLC$507M AUM | 0.02% | $91,898 | 2.8K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $345,843 | 10.5K | Q1 2026OLDER |
| Signature Equity Partners, LLC$186M AUM | 0.02% | $30,579 | 928 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.02% | $223M | 6.75M | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $295,771 | 9.0K | Q1 2026OLDER |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.01% | $2M | 45.8K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $970,235 | 29.4K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $812,613 | 24.7K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $403,901 | 12.3K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $868,870 | 26.4K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.01% | $16,772 | 509 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $230M | 6.89M | Q1 2026OLDER |
| Spire Wealth Management$2.9B AUM | 0.01% | $388,569 | 11.8K | Q1 2026OLDER |
| Focus Partners Advisor Solutions, LLC$9.9B AUM | 0.01% | $1M | 38.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.01% | $163,364 | 5.0K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $213,687 | 6.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.01% | $383,472 | 11.6K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.01% | $253,649 | 7.7K | Q1 2026OLDER |
| Hurley Capital, LLC$187M AUM | 0.01% | $19,181 | 576 | Q4 2025OLDER |
| Advocate Investing Services LLC$118M AUM | 0.01% | $12,228 | 371 | Q1 2026OLDER |
| Keystone Financial Group, Inc.$192M AUM | 0.01% | $19,803 | 601 | Q1 2026OLDER |
| Clark Wealth Partners$149M AUM | 0.01% | $15,190 | 461 | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.01% | $153,909 | 4.7K | Q1 2026OLDER |
| Waldron Private Wealth LLC$2.6B AUM | 0.01% | $243,480 | 7.4K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.01% | $16,509 | 501 | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.01% | $10,479 | 318 | Q1 2026OLDER |
| PINNACLE ASSOCIATES LTD$7.8B AUM | 0.01% | $641,174 | 19.5K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.01% | $643,184 | 19.5K | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.01% | $11,037 | 334 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.01% | $4M | 130.6K | Q1 2026OLDER |
| IFC & Insurance Marketing, Inc.$114M AUM | 0.01% | $7 | 204 | Q4 2025OLDER |
| Bank of Jackson Hole Trust$207M AUM | 0.01% | $14,234 | 432 | Q1 2026OLDER |
| Robertson Stephens Wealth Management, LLC$3.6B AUM | 0.01% | $231,111 | 7.0K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.01% | $36M | 1.08M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $41M | 1.24M | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $6M | 174.4K | Q1 2026OLDER |
| Networth Advisors, LLC$141M AUM | 0.01% | $8,195 | 249 | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.01% | $209,341 | 4.0K | Q2 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.01% | $1M | 33.6K | Q1 2026OLDER |
| QRG CAPITAL MANAGEMENT, INC.$9.7B AUM | 0.01% | $521,599 | 15.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $473,640 | 14.4K | Q1 2026OLDER |
| Kestra Investment Management, LLC$5.8B AUM | 0.01% | $204,662 | 6.1K | Q4 2025OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 95.7K | Q1 2026OLDER |
| Glass Jacobson Investment Advisors llc$290M AUM | 0.00% | $13,180 | 400 | Q1 2026OLDER |
| Elevated Capital Advisors, LLC$397M AUM | 0.00% | $16,541 | 502 | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.00% | $13,477 | 409 | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $77,103 | 2.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $707,074 | 21.5K | Q1 2026OLDER |
| CURIO WEALTH, LLC$293M AUM | 0.00% | $11,238 | 341 | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.00% | $7,573 | 230 | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.00% | $59,066 | 1.1K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $19,605 | 595 | Q1 2026OLDER |
| BRADLEY FOSTER & SARGENT INC/CT$6.4B AUM | 0.00% | $227,322 | 6.9K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $36,202 | 1.1K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 67.8K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.